Mark Lamberson is a qualified professional, working in M Financial Group main office of which is in 101. on the position of Client Operations Specialist from 2017. This expert has earned professional experience in more than nine positions at various companies. Mark Lamberson went to the Willam H Seward High School and received education there. Tempe, Arizona is the city, where this professional was lastly known to settle. Mark's phone number and email can be easily accessed through SoftwareOfficial on demand.
Name variants:
Marc Lamberson,
Marcus Lamberson,
Markus Lamberson,
Marquis Lamberson,
Mark Lamberson
Last updated Jun 05, 2024
Contact Information
Last Update
Jun 27, 2022
Email
ma**@bellsouth.net, ma**@yahoo.com, ma**@hotmail.com
Location
Tempe, AZ
Company
Workplace
Client Operations Specialist
Portland, OR
Industry
Financial Services, Insurance Agencies and Brokerages
Colleagues
Work History
Client Operations Specialist
1125 northwest Couch St SUITE 900, Portland, OR 97209
Feb 2017 — Aug 2019
Engineer and 1St Mate
110 southeast Caruthers St, Portland, OR 97214
from Jun 2016
Client Service Representative
610 Esther St SUITE 100, Vancouver, WA 98660
Mar 2015 — Mar 2016
Senior Operations Specialist
1585 Broadway, New York, NY 10003
Senior Operations Specialist, Morgan Stanley Smith Barney - Corrected market sensitive trade errors. Streamlined operations processes. Handled account transfers for the entire branch. Deposi...
Jun 2008 — Jul 2014
Senior Operations Secialist
223 north Prospect St SUITE 202, Hagerstown, MD 21740
Oct 2002 — Dec 2003
Senior Operations Specialist
211 Main St, San Francisco, CA 94105
Institutional Operations - Dedicated relationship with 45 of Schwab's high net worth independent investment advisors processing their daily account transfers. Trained investment advisors on ...
Jan 1999 — Jul 2000
Education
Occupations
Accountant
Finance and Accounting Specialist
Engineer
Skills
Customer Service
Microsoft Excel
Finance
Microsoft Office
Financial Services
Leadership
English
Outlook
Microsoft Word
Process Improvement
Risk Management
Powerpoint
Time Management
Data Entry
Sales
Business Process Improvement
Investments
Management
Windows
10 Key